AMERICAN AUTOMOBILE ASSN OF NORTHERN

1277 TREAT BLVD, FL 10
WALNUT CREEK, CA 94597

Business Stats

Policy History

Term Carrier Premium LCM
2023

1.490
2023

1.550
2023

1.808
2023

2.289
2023

2.940
2023

2.704
2023

1.430
2022

1.490
2022

1.395
2022

1.808
2022

2.203
2022

2.940
2022

2.367
2022

1.430
2021

1.490
2021

2.030
2021

1.972
2021

1.308
2021

2.518
2021

2.207
2021

1.430
2020

1.490
2020

-
2020

1.807
2020

1.308
2020

2.518
2020

2.008
2020

2.607
2019

1.490
2019

1.490
2019

2.289
2019

-
2019

2.289
2019

1.308
2019

-
2019

2.416
2019

1.308
2019

2.607
2019
03-15-2019

-
2019
06-30-2019

1.807
2019
06-30-2019

-
2018

1.490
2018

-
2018

-
2018

-
2018

-
2018

2.023
2018

1.390
2018

2.416
2018

1.308
2017

1.490
2017

-
2017

-
2017
01-01-2017

1.600
2016

1.338
2016

-
2016

1.600
2016
03-15-2016

-
2015

1.600
2015
01-01-2015

1.338
2015
01-01-2015

-
2015
03-15-2015

1.338
2015
03-15-2015

-
2014

-
2014
01-01-2014

1.338
2014
01-01-2014

-
2013
01-01-2013

1.338
2013
01-01-2013

-

Contacts

KFA AEOCE
Benefits Admin
(330) 726-1204
379

BUS FHBMJ
Benefits Admin
(005) 273-7843
1 0a

YJE KXFRO
Benefits Admin
(258) 699-8338
e08f

FTHGVERU IZOABQLE
Benefits Admin
(029) 153-3731
1a621

UAJJQ NSGT
Benefits Admin
(527) 675-7317
a110

ZIYVORQ OXWL
Benefits Admin
(827) 306-8981
e03c6

UISBUWT DQEG
Benefits Admin
(871) 625-0358
03909

Zdq Wmyeusyb
Owner
(400) 404-2032
zcn@ugzw.dbz

6
(988) 624-2685
208 3

Iqzcyu Hhke
Manager
(257) 077-7276
oqsggu.dkpqi@qiRRE.ykk

HBATFUJ WZAM
Director of Benefits|Leave of Ab
(169) 010-5657
pgzko@wfvhrmyi.ggf.xpu

Industry Classification

Retirement Benefits

Financials

2021202020192018201720162015201420132012
BOY Assets: $ 580,117,781 $ 322,162,836 $ 586,320,733 $ 461,647,905 $ 523,723,182 $ 229,911,151 $ 227,781,350 $ 33,468,141 $ 475,426,193 $ 2
Liabilities: $ 104 $ 2 $ 4 $ 6 $ 2 $ 6 $ 10 $ 4 $ 7
EE Contrib: $ 27,257,764 $ 78,038,217 $ 37,200,314 $ 60,568,521 $ 71,952,863 $ 91,110,491 $ 77,900,402 $ 43,222,407 $ 51,959,916 $ 31,965,837
Emp Contrib: $ 24,541,424 $ 68,916,267 $ 29,437,675 $ 33,028,448 $ 18,687,406 $ 91,312,581 $ 3,147,078 $ 42,260,767 $ 65,661,681 $ 2,170,725
Income/Loss: $ 59,553,112 $ 72,972,171 $ 14,079,634($ 64,689,336) $ 4,602,679 $ 47,030,335($ 36,551,769) $ 682,477 $ 78,656,707 $ 49,815,334
Total Income: $ 131,454,962 $ 606,635,547 $ 203,472,002 $ 59,021,538 $ 31,171,174 $ 91,238,035 $ 20,220,082 $ 38,397,334 $ 37,032,664 $ 44,723,381
Paid Benefits: $ 61,872,944 $ 12,237,685 $ 28,452,535 $ 37,174,586 $ 8,338,336 $ 28,593,413 $ 24,934,062 $ 93,256,432 $ 77,174,241 $ 88,446,895
Expenses: $ 0 $ 9 $ 5,000 $ 24 $ 344
  Commission: $ 358,241 $ 445,827 $ 202,462 $ 567,331 $ 215,976 $ 150,548 $ 44,180 $ 32,310 $ 53,574 $ 3,840
Net Income: $ 69,201,105 $ 8,419,490 $ 32,617,859($ 6,486,910) $ 12,208,220 $ 9,082,063 $ 88,678,289 $ 58,214,813 $ 78,005,175 $ 75,287,269
Net Assets: $ 649,318,886 $ 109,204,763 $ 806,679,244 $ 707,284,982 $ 296,418,710 $ 217,120,012 $ 68,472,998 $ 474,667,984 $ 970,347,205 $ 11,292,532

Participants

2021202020192018201720162015201420132012
Total Participants:6594658585043366027957201634361306180009
Active Part.:5388785677564544082761585993646667266194
Retired Part.:2100894014249
Deceased Part.:246109990566

Insurance

No Insurance Coverage

Providers

KAZITSXJ JVKWPGSJGES WPRRDOMPUSOIH
VMMXVQBNK CPEQCPXY, BJC.Investment advisory (plan)
Compensation:$227,142
Relation:ADVISOR
LBMVLZVQ KWULDKYBOUU GWFAXRDBOGRWXParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Securities brokerage commissions and fees
Compensation:$132,460
Relation:RECORDKEEPER
OKPTZYSM OREZUQQFISZ YDTTSWQZLWUGR
Source: C&S INST REALTY SHS - DST ASSET MA
Sub-transfer agency fees
Compensation:0.10%
BMKVFBBO OWOFCNRYBMW IAPDBLMFYYPBU
Source: DODGE & COX STOCK - DST ASSET MANA
Sub-transfer agency fees
Compensation:0.10%
MIIURFIV AHHBFMKIECZ ZMHKKRTIDUUCJ
Source: BNY MELLON APPRECIATION INVSTR
Sub-transfer agency fees
Compensation:0.40%
HEWAHXFN SKIKCPXGIZT SNDYKDPQSRDFD
Source: BARON REAL ESTATE FUND RETAIL
Sub-transfer agency fees
Compensation:0.40%
DWTNOVWV WOQSKIHICIW TDCZRIRTFCBSX
Source: CARILLON SCOUT MID CAP FUND CL I
Sub-transfer agency fees
Compensation:0.40%
RFOSOPJQ FKMZKSPTFEN FTEFAUWLUBRTA
Source: COLUMBIA SELIGMAN GLOBAL TECHNOLGY
Sub-transfer agency fees
Compensation:0.40%
FZCZJQCL SMUCMXAXEGA RLFOHUYFTPVKG
Source: GREEN CENTURY EQUITY
Sub-transfer agency fees
Compensation:0.40%
FJSISGCG GCEITMLCCXO XHUZNQONUEBQU
Source: PFG MFS AGGRESSIVE GROWTH STRATEGY
Sub-transfer agency fees
Compensation:0.40%
QXWNKKKU MJQDKGSBNWN RYCSVMZKOPHWX
Source: PFG JP MORGAN TACTICAGGRESSIVE STR
Sub-transfer agency fees
Compensation:0.40%
NADKFWSK VVMTHMYLHSN TRXKCIWTQLIUN
Source: PFG BNY MELLON DIVERSIFIER STRAT R
Sub-transfer agency fees
Compensation:0.40%
EARGKENU OOIWIZUGZOJ WWEKTEIWCUGKX
Source: PFG MEEDER TACTICAL STRATEGY FUND
Sub-transfer agency fees
Compensation:0.40%
ZMQDBKFO MACTBBRNIYP DSEXSVAEGKFAH
Source: PFG ACTIVE CORE BOND STRATEGY FUND
Sub-transfer agency fees
Compensation:0.40%
FDGXNHLV PKAEPOJSMPA PKXNUKTRCCWHP
Source: PFG INVESCO THEMATIC ESG STRATEGY
Sub-transfer agency fees
Compensation:0.40%
DLHBKLUO PQPIIWFJYSL FWUVSJFZCYZMJ
Source: PFG JANUS HENDERSON BALANCED STRAT
Sub-transfer agency fees
Compensation:0.40%
OQCJZGMF HKZSHDZFKDG QVNLSIHYVXEUW
Source: PFG TACTICAL INCOME STRATEGY CL R
Sub-transfer agency fees
Compensation:0.40%
KZHNOSLW IGFWAAEEBCB SPFVLDCZSMESB
Source: PFG EQUITY INDEX FOCUSED STRATEGY
Sub-transfer agency fees
Compensation:0.40%
CQCYFRLK IKPATOCBNYH QQLRTHPVENBWW
Source: PFG SECTOR EQUITY BUS CYCLE STRAT
Sub-transfer agency fees
Compensation:0.40%
ADMYJJRT EDIAPJSXLSK SCFDTMDWENXZS
Source: PFG BR EQUITY ESG STRATEGY CL R
Sub-transfer agency fees
Compensation:0.40%
QNAEMFHO TYVYCKIPAQM XLGPVANAQWMPE
Source: PFG AMERICAN FUNDS GROWTH STRAT CL
Sub-transfer agency fees
Compensation:0.40%
YMEYPFEH EDEQNIWVPFJ DRSWVSAPKDIXV
Source: RED OAK TECHNOLOGY SELECT
Sub-transfer agency fees
Compensation:0.40%
QTBTNDSR CMMGRMVLEIC LWGRNZZGWACZE
Source: PARNASSUS MID CAP GROWTH FUND INVS
Sub-transfer agency fees
Compensation:0.40%
CUHVDNOY OVEQFCXDUIR GXOJXHLCJSJFJ
Source: PARNASSUS ENDEAVOR FUND
Sub-transfer agency fees
Compensation:0.40%
DXYIOSMA ZMPFPAJUWAX JYERCORLQTQKN
Source: PARNASSUS CORE EQUITY INVESTOR
Sub-transfer agency fees
Compensation:0.40%
OZLUXPPK NJUGCSYZAYN XDMTFGDVYKSTG
Source: PARNASSUS FIXED INCOME FUND
Sub-transfer agency fees
Compensation:0.40%
DOAYMRLD UNPFYVKECSI UKIVNEPIQQKLQ
Source: PAX GLOBAL ENVIRONMENTAL MRKTS
Sub-transfer agency fees
Compensation:0.40%
UQLLFVHQ KGVWKAPLLZI GGOAVLZKZQJVN
Source: HODGES SMALL CAP FUND RETAIL
Sub-transfer agency fees
Compensation:0.40%
TSOXWWIP WQGIFCFFZDC VMEKWYNDGZDGN
Source: PORTFOLIO 21 GLOBAL EQUITY FUND RE
Sub-transfer agency fees
Compensation:0.40%
YFROUINN XUUFRWFMSMH DWHCGWTUQJVHS
Source: RIVERNORTH/DOUBLE LINE STRATEGIC I
Sub-transfer agency fees
Compensation:0.15%
GZGNDLUU BXTTIBYHEGL ZUYWSAIBXFCFK
Source: T ROWE PRICE GLOBAL GR STOCK INVES
Sub-transfer agency fees
Compensation:0.15%
JNYBCOEO UPUIBKLZHBC BDUDOZXDXTFNH
Source: RYDEX CONSUMER PRODUCTS INVESTOR C
Sub-transfer agency fees
Compensation:0.40%
XKMEPZTR CAQVOYUAXCZ GIROXLUTJDRWY
Source: SPROTT GOLD EQUITY FUND INVESTOR
Sub-transfer agency fees
Compensation:0.40%

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3F - Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

Health Benefits

Financials

2021202020192018201720162015201420132012
BOY Assets: $ 0 $ 37 $ 2 $ 3 $ 32 $ 293 $ 928
Liabilities: $ 0 $ 6 $ 265 $ 2 $ 755 $ 226 $ 97 $ 46 $ 4
EE Contrib: $ 0 $ 0 $ 42 $ 8 $ 54
Emp Contrib: $ 0 $ 4 $ 4 $ 439 $ 9
Income/Loss: $ 0 $ 28 $ 846 $ 48 $ 8 $ 6 $ 8
Total Income: $ 0 $ 693 $ 9 $ 9 $ 77 $ 8 $ 9
Paid Benefits: $ 0 $ 3 $ 2 $ 0 $ 2 $ 2 $ 4
Expenses: $ 0 $ 3 $ 49 $ 26 $ 4 $ 4
  Commission: $ 0 $ 66 $ 6 $ 3 $ 6 $ 60 $ 891 $ 66
Net Income: $ 0 $ 91 $ 91 $ 2 $ 8 $ 19 $ 9
Net Assets: $ 0 $ 428 $ 2 $ 8 $ 785 $ 6 $ 20

Participants

2021202020192018201720162015201420132012
Total Participants:5476068672205880437213952113312280503792
Active Part.:5065920698623733747483158017601884743318
Retired Part.:51ca95a7f8ca11888ade
Deceased Part.:44128f8caf83f1b228

Insurance

No Insurance Coverage

Providers

No Providers

Features

    4I - Severance pay.

Motor Carrier